Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - April, omfatter Gradient Investments LLC, Signaturefd, Llc, Signal Advisors Wealth, LLC, Brown Financial Advisors, Mattson Financial Services, LLC, Paladin Wealth, LLC, Annis Gardner Whiting Capital Advisors, LLC, og Lion Street Advisors, LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Brown Financial Advisors | 11.886 | 537 | ||||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 91.870 | 13,60 | 4.151 | 20,88 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6.424 | 290 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 10.504 | 7,21 | 475 | 13,94 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 56.247 | 4,77 | 2.542 | 11,45 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 13.156 | 131,13 | 594 | 146,47 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 2.102 | 210.100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 22.240 | 8,83 | 1.005 | 15,80 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 51.231 | 4,07 | 2.315 | 10,77 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17.888 | 18,43 | 808 | 26,05 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 48.645 | 2.238,70 | 2.155 | 2.348,86 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 9.775 | 442 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.944 | 118,67 | 88 | 135,14 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 18.539 | 94,51 | 838 | 107,18 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 17.036 | 16,67 | 770 | 8,62 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 21.595 | 976 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 482.018 | 9,74 | 22 | 16,67 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 378.934 | 98,44 | 17.123 | 111,16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 155.282 | 11,08 | 7.017 | 18,19 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4.439 | 14,79 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 553.510 | 3.197,06 | 25.012 | 3.412,78 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 270.738 | 3,20 | 12.234 | 9,81 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 4.653 | 210 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 28.834 | 2,77 | 1.303 | 9,32 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 15.416 | 55,17 | 697 | 65,32 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 10.012 | 452 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 405.497 | 4,51 | 17.116 | -2,58 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 52.719 | 20,25 | 2.382 | 28,00 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 6.514 | 294 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 118 | 38,82 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 7.700 | 348 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 179.339 | 2,05 | 8.104 | 8,58 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 6.803 | 6,35 | 307 | 13,28 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 29.904 | 5,30 | 1.351 | 12,02 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7.145 | 4,78 | 323 | 11,42 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13.558 | 1,22 | 613 | 7,75 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8.724 | 3,27 | 394 | 5,35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 74.885 | 7,76 | 3.384 | 14,64 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 3.604 | 17,28 | 163 | 24,62 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 100.317 | 59,22 | 4.533 | 69,46 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 28.341 | 1.281 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 39.546 | 67,53 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42.048 | 6,44 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7.470 | 22,46 | 338 | 30,12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 158.034 | 19,61 | 7.140 | 27,25 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 2.218.802 | 100.263 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4.454 | 345,40 | 201 | 378,57 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1.035.285 | 46.782 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 180.133 | 31,31 | 8.140 | 39,70 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8.888 | 402 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 15.290 | 691 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 170 | 8 |
